Filed September 13, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,636 | $134,817+28.8% | $123,973+40.1% | $155,188+11.9% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.7%-29.6pp | 80.8%-33.7pp |
| Annual return | 18.19% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,991 | $4,425-55.0% | $4,126-51.8% | $4,248-53.1% |
| Participant deferral / active EE | $5,564 | $5,706-2.5% | $5,247+6.0% | $6,531-14.8% |
| Admin fee / account holder | $1,528 | $13,245-88.5% | $11,799-87.0% | $14,480-89.4% |